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Stephen Mark Gansler

Investment adviser representative at Janney Montgomery Scott LLC
17 yearsExperience
4 statesRegistered in
ChFC®Designation
$110.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Janney Montgomery Scott LLCJun 2019 to now
  2. Bank of America,N.A.Jun 2011 to Jun 2019
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Jun 2019

Designations

  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 4 states (DC, DE, FL, TX).

Janney Montgomery Scott LLC

$110.1BAssets managed
243,808Clients
1,341Advisers
55 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4193952
Firm CRD
463
Advisor's SEC record (opens in a new tab)
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